Partner of Personal Tax - London, United Kingdom - Ruebik

Ruebik

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

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HYBRID ROLE_

For over one hundred years, this accountancy firm has been providing a professional, personal and friendly accounting and tax service to corporate and individuals.

Our office is conveniently based in Waterloo, London. We are ideally located for our clients spread throughout the capital.
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WHO YOU ARE _

Working alongside the existing personal tax partner in a busy practice with currently 60 employees and looking to expand.

The portfolio includes oversight and reviews of personal tax and trusts, as well as any other work from time to time which may reasonably be considered part of the role.

ACA qualified
10 years' experience in practice
Selfmotivated, reliable individual who is eager for career progression
Supervisory experience with a positive attitude
Strong professional communication skills both verbally and written

Key responsibilities and duties:

Manage a portfolio of over 100 personal tax clients
Plan, manage and drive the success of multiple engagements
Keeping lines of communication open with staff and clients
Ability to manage within budgets and time constraints while providing a high level of client satisfaction
Work to expand client base and support business development activities, aiming to increase client portfolio year upon year
Address client concerns and queries
Maintain positive and long term relationships with clients
Provide support to staff to ensure timely completion of engagements
Ability to identify services that will add value to portfolio of clients
Set an example for the team as a natural leader
Confident in reviewing processes and improving systems
Regularly assisting colleagues within the wider firm with technical taxation matters

Employees/Ad hoc

Participates in promotions and salary reviews
Strategic decisions on developing the firm, and individuals
Attend disciplinaries with HR when necessary
Recruitment second stage interview

Systems

You will be required to become familiar with the CCH during your work.
Liaise with team members using both Microsoft Teams and Zoom

Compliance

Review the compliance of the business with all relevant internal requirements, industry regulations and government legislation.
Ensure forms like AH KYC, ID and Risk assessment are filled in periodically.
Although not engaged to identify potential instances of fraud, if you come across any information which appears to be an indication of fraudulent activity, to notify the firm's MLRO.

Salary:
£95,000.00-£105,000.00 per year

Benefits: